Catalytic Wealth Ria 13F annual report
Catalytic Wealth Ria is an investment fund managing more than $501 billion ran by Jessica Hale. There are currently 213 companies in Mrs. Hale’s portfolio. The largest investments include Salesforce Inc and Microsoft, together worth $95.1 billion.
$501 billion Assets Under Management (AUM)
As of 24th July 2024, Catalytic Wealth Ria’s top holding is 241,463 shares of Salesforce Inc currently worth over $62.1 billion and making up 12.4% of the portfolio value.
Relative to the number of outstanding shares of Salesforce Inc, Catalytic Wealth Ria owns more than approximately 0.1% of the company.
In addition, the fund holds 73,772 shares of Microsoft worth $33 billion, whose value grew 9.9% in the past six months.
The third-largest holding is Apple Inc worth $22.4 billion and the next is Alphabet Inc worth $28.2 billion, with 153,930 shares owned.
Currently, Catalytic Wealth Ria's portfolio is worth at least $501 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Catalytic Wealth Ria
The Catalytic Wealth Ria office and employees reside in Cambridge, Massachusetts. According to the last 13-F report filed with the SEC, Jessica Hale serves as the Chief Compliance Officer at Catalytic Wealth Ria.
Recent trades
In the most recent 13F filing, Catalytic Wealth Ria revealed that it had opened a new position in
Remitly Global Inc and bought 193,227 shares worth $2.34 billion.
The investment fund also strengthened its position in Microsoft by buying
2,935 additional shares.
This makes their stake in Microsoft total 73,772 shares worth $33 billion.
Microsoft soared 30.1% in the past year.
On the other hand, there are companies that Catalytic Wealth Ria is getting rid of from its portfolio.
Catalytic Wealth Ria closed its position in AT&T on 31st July 2024.
It sold the previously owned 47,469 shares for $835 million.
Jessica Hale also disclosed a decreased stake in Salesforce Inc by approximately 0.1%.
This leaves the value of the investment at $62.1 billion and 241,463 shares.
One of the average hedge funds
The two most similar investment funds to Catalytic Wealth Ria are Psquared Asset Management Ag and Realta Investment Advisors. They manage $501 billion and $501 billion respectively.
Jessica Hale investment strategy
Catalytic Wealth Ria’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 30.5% of
the total portfolio value.
The fund focuses on investments in the United States as
49.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
58% of the total holdings value.
On the other hand, small-cap stocks make up only 1.4% of the portfolio.
The average market cap of the portfolio companies is close to $147 billion.
The complete list of Catalytic Wealth Ria trades based on 13F SEC filings
These positions were updated on July 31st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
Security | Shares Owned | Value | Allocation |
---|---|---|---|
Salesforce Inc |
8.42%
241,463
|
$62,080,137,000 | 12.39% |
Microsoft Corporation |
4.14%
73,772
|
$32,972,343,000 | 6.58% |
Apple Inc |
2.20%
106,212
|
$22,370,371,000 | 4.46% |
Alphabet Inc |
5.41%
153,930
|
$28,169,335,000 | 5.62% |
Spdr S&p 500 Etf Tr |
0.58%
28,406
|
$15,459,295,000 | 3.09% |
Vanguard Specialized Funds |
1.82%
51,398
|
$9,382,705,000 | 1.87% |
NVIDIA Corp |
790.97%
71,144
|
$8,789,115,000 | 1.75% |
Amazon.com Inc. |
0.41%
45,407
|
$8,774,903,000 | 1.75% |
Vanguard Index Fds |
7.67%
164,821
|
$40,168,056,000 | 8.02% |
Ishares Tr |
7.41%
870,885
|
$63,396,548,000 | 12.65% |
Invesco Exchange Traded Fd T |
0.74%
149,638
|
$15,554,635,000 | 3.10% |
Public Storage Oper Co |
1.84%
22,870
|
$6,578,556,000 | 1.31% |
Vanguard Whitehall Fds |
2.78%
50,060
|
$5,937,116,000 | 1.18% |
Unitedhealth Group Inc |
7.14%
9,152
|
$4,660,748,000 | 0.93% |
Visa Inc |
7.07%
16,284
|
$4,274,061,000 | 0.85% |
JPMorgan Chase & Co. |
0.39%
20,353
|
$4,116,598,000 | 0.82% |
Proshares Tr |
1.49%
42,781
|
$4,112,538,000 | 0.82% |
Meta Platforms Inc |
4.46%
6,813
|
$3,435,251,000 | 0.69% |
American Homes 4 Rent |
3.95%
82,057
|
$3,049,238,000 | 0.61% |
Eli Lilly & Co |
4.33%
3,180
|
$2,879,108,000 | 0.57% |
Vanguard Intl Equity Index F |
26.73%
65,432
|
$4,798,348,000 | 0.96% |
Tjx Cos Inc New |
38.07%
24,627
|
$2,711,433,000 | 0.54% |
Chevron Corp. |
0.13%
17,148
|
$2,682,290,000 | 0.54% |
Mastercard Incorporated |
9.91%
6,067
|
$2,676,518,000 | 0.53% |
Ishares U S Etf Tr |
10.27%
52,020
|
$2,618,167,000 | 0.52% |
Walmart Inc |
7.33%
38,450
|
$2,603,450,000 | 0.52% |
Aspen Technology Inc |
9.13%
12,219
|
$2,427,060,000 | 0.48% |
Thermo Fisher Scientific Inc. |
14.56%
4,242
|
$2,345,826,000 | 0.47% |
Remitly Global Inc |
Opened
193,227
|
$2,341,911,000 | 0.47% |
Trane Technologies plc |
0.18%
6,781
|
$2,230,474,000 | 0.45% |
Nike, Inc. |
26.64%
29,491
|
$2,222,737,000 | 0.44% |
Merck & Co Inc |
3.94%
17,732
|
$2,195,222,000 | 0.44% |
Berkshire Hathaway Inc. |
6.49%
5,381
|
$2,188,991,000 | 0.44% |
Goldman Sachs Group, Inc. |
160.11%
4,721
|
$2,135,403,000 | 0.43% |
Novo-nordisk A S |
0.37%
14,949
|
$2,133,820,000 | 0.43% |
Astrazeneca plc |
1.04%
27,100
|
$2,113,529,000 | 0.42% |
Costco Whsl Corp New |
9.25%
2,316
|
$1,968,577,000 | 0.39% |
First Tr Exchange-traded Fd |
10.17%
31,723
|
$1,890,691,000 | 0.38% |
Pepsico Inc |
18.00%
11,387
|
$1,878,058,000 | 0.37% |
T-Mobile US, Inc. |
20.19%
10,187
|
$1,794,746,000 | 0.36% |
Bank America Corp |
15.11%
44,403
|
$1,765,907,000 | 0.35% |
Cisco Sys Inc |
2.02%
37,166
|
$1,765,757,000 | 0.35% |
Honeywell International Inc |
4.13%
7,619
|
$1,626,961,000 | 0.32% |
Iron Mtn Inc Del |
28.63%
17,784
|
$1,593,802,000 | 0.32% |
Taiwan Semiconductor Mfg Ltd |
18.35%
9,132
|
$1,587,233,000 | 0.32% |
Vanguard Tax-managed Fds |
10.65%
29,923
|
$1,478,795,000 | 0.30% |
Duke Energy Corp. |
19.98%
14,713
|
$1,474,684,000 | 0.29% |
Qualcomm, Inc. |
5.07%
7,334
|
$1,460,786,000 | 0.29% |
RTX Corp |
1.80%
14,429
|
$1,448,527,000 | 0.29% |
Medtronic Plc |
28.53%
17,599
|
$1,385,217,000 | 0.28% |
AMGEN Inc. |
0.18%
4,416
|
$1,379,779,000 | 0.28% |
United Parcel Service, Inc. |
4.71%
10,034
|
$1,373,153,000 | 0.27% |
Abbvie Inc |
8.99%
7,891
|
$1,353,464,000 | 0.27% |
Procter And Gamble Co |
3.35%
7,998
|
$1,319,030,000 | 0.26% |
Netflix Inc. |
15.81%
1,885
|
$1,272,149,000 | 0.25% |
Johnson & Johnson |
45.03%
8,670
|
$1,267,207,000 | 0.25% |
Vanguard World Fd |
25.03%
2,113
|
$1,218,335,000 | 0.24% |
Prologis Inc |
117.13%
10,687
|
$1,200,257,000 | 0.24% |
Sap SE |
0.81%
5,750
|
$1,159,833,000 | 0.23% |
American Tower Corp. |
150.79%
5,866
|
$1,140,233,000 | 0.23% |
Safety Ins Group Inc |
No change
14,906
|
$1,118,397,000 | 0.22% |
ServiceNow Inc |
3.14%
1,417
|
$1,114,711,000 | 0.22% |
Asml Holding N V |
0.28%
1,088
|
$1,112,730,000 | 0.22% |
Mcdonalds Corp |
2.64%
4,352
|
$1,109,064,000 | 0.22% |
Kinder Morgan Inc |
5.45%
55,316
|
$1,099,129,000 | 0.22% |
Lowes Cos Inc |
1.49%
4,967
|
$1,095,025,000 | 0.22% |
Broadcom Inc |
6.32%
652
|
$1,046,806,000 | 0.21% |
Intuitive Surgical Inc |
3.81%
2,297
|
$1,021,820,000 | 0.20% |
Abbott Labs |
12.65%
9,812
|
$1,019,565,000 | 0.20% |
Welltower Inc. |
193.06%
9,542
|
$994,754,000 | 0.20% |
Select Sector Spdr Tr |
8.44%
4,367
|
$987,946,000 | 0.20% |
Oracle Corp. |
7.39%
6,917
|
$976,680,000 | 0.19% |
Conocophillips |
2.63%
8,474
|
$969,256,000 | 0.19% |
Home Depot, Inc. |
6.19%
2,744
|
$944,595,000 | 0.19% |
Ishares Tr |
Opened
17,794
|
$943,794,000 | 0.19% |
Linde Plc. |
1.65%
2,150
|
$943,442,000 | 0.19% |
Eaton Corp Plc |
2.59%
2,931
|
$919,015,000 | 0.18% |
Accenture Plc Ireland |
5.13%
2,980
|
$904,162,000 | 0.18% |
Digital Rlty Tr Inc |
174.56%
5,667
|
$861,667,000 | 0.17% |
Shell Plc |
29.22%
11,835
|
$854,250,000 | 0.17% |
BP plc |
16.52%
23,544
|
$849,938,000 | 0.17% |
AT&T Inc. |
Closed
47,469
|
$835,454,000 | |
Barclays plc |
10.16%
76,818
|
$822,721,000 | 0.16% |
Simon Ppty Group Inc New |
175.61%
5,380
|
$816,684,000 | 0.16% |
Advisorshares Tr |
5.71%
12,942
|
$804,580,000 | 0.16% |
Canadian Pacific Kansas City |
19.36%
9,931
|
$781,868,000 | 0.16% |
MercadoLibre Inc |
5.91%
462
|
$759,251,000 | 0.15% |
Teradyne, Inc. |
0.22%
5,120
|
$759,245,000 | 0.15% |
Equinix Inc |
64.19%
995
|
$752,817,000 | 0.15% |
Advanced Micro Devices Inc. |
6.72%
4,610
|
$747,788,000 | 0.15% |
Micron Technology Inc. |
10.48%
5,640
|
$741,829,000 | 0.15% |
Tesla Inc |
9.99%
3,747
|
$741,456,000 | 0.15% |
Coca-Cola Co |
4.30%
11,469
|
$730,002,000 | 0.15% |
Mondelez International Inc. |
2.49%
11,146
|
$729,394,000 | 0.15% |
Pfizer Inc. |
30.79%
25,551
|
$714,917,000 | 0.14% |
Zoetis Inc |
0.34%
4,121
|
$714,417,000 | 0.14% |
Automatic Data Processing In |
8.28%
2,956
|
$705,568,000 | 0.14% |
Chubb Limited |
3.85%
2,744
|
$699,940,000 | 0.14% |
Adobe Inc |
2.33%
1,216
|
$675,537,000 | 0.13% |
Booking Holdings Inc |
11.92%
170
|
$673,455,000 | 0.13% |
Motorola Solutions Inc |
0.76%
1,726
|
$666,322,000 | 0.13% |
Canadian Natl Ry Co |
7.65%
5,459
|
$644,872,000 | 0.13% |
RELX Plc |
11.28%
13,810
|
$633,603,000 | 0.13% |
Norfolk Southn Corp |
10.15%
2,875
|
$617,234,000 | 0.12% |
Comcast Corp New |
46.30%
15,591
|
$610,544,000 | 0.12% |
Prudential plc |
34.01%
32,762
|
$600,200,000 | 0.12% |
Palo Alto Networks Inc |
17.26%
1,750
|
$593,268,000 | 0.12% |
Invitation Homes Inc |
180.90%
16,517
|
$592,795,000 | 0.12% |
Dollar Gen Corp New |
Closed
3,770
|
$588,346,000 | |
TotalEnergies SE |
7.21%
8,808
|
$587,317,000 | 0.12% |
Diageo plc |
12.77%
4,627
|
$583,372,000 | 0.12% |
Crown Castle Inc |
188.74%
5,772
|
$563,924,000 | 0.11% |
Nucor Corp. |
0.98%
3,544
|
$560,236,000 | 0.11% |
Spdr Ser Tr |
No change
20,632
|
$887,493,000 | 0.18% |
Intuit Inc |
17.69%
847
|
$556,657,000 | 0.11% |
Carrier Global Corporation |
6.66%
8,796
|
$554,852,000 | 0.11% |
Anheuser-Busch InBev SA/NV |
10.20%
9,441
|
$548,994,000 | 0.11% |
Essex Ppty Tr Inc |
68.43%
2,001
|
$544,672,000 | 0.11% |
Sigmatron International Inc. |
No change
97,111
|
$542,850,000 | 0.11% |
Ingersoll Rand Inc. |
0.39%
5,926
|
$538,318,000 | 0.11% |
Roper Technologies Inc |
12.49%
953
|
$537,168,000 | 0.11% |
D.R. Horton Inc. |
9.18%
3,778
|
$532,434,000 | 0.11% |
Pimco Etf Tr |
10.77%
5,275
|
$530,929,000 | 0.11% |
Starbucks Corp. |
Closed
5,710
|
$521,837,000 | |
Lockheed Martin Corp. |
8.42%
1,107
|
$517,080,000 | 0.10% |
Parker-Hannifin Corp. |
18.90%
1,013
|
$512,386,000 | 0.10% |
Exxon Mobil Corp. |
0.78%
4,446
|
$511,824,000 | 0.10% |
Waste Mgmt Inc Del |
0.13%
2,378
|
$507,323,000 | 0.10% |
CVS Health Corp |
51.21%
8,554
|
$505,199,000 | 0.10% |
S&P Global Inc |
13.99%
1,113
|
$496,398,000 | 0.10% |
Applovin Corp |
26.83%
5,961
|
$496,074,000 | 0.10% |
GE Aerospace |
17.61%
3,085
|
$490,422,000 | 0.10% |
Citigroup Inc |
1.78%
7,666
|
$486,484,000 | 0.10% |
Realty Income Corp. |
95.16%
9,184
|
$485,099,000 | 0.10% |
Pnc Finl Svcs Group Inc |
8.87%
3,062
|
$476,080,000 | 0.10% |
Emerson Elec Co |
4.43%
4,310
|
$474,790,000 | 0.09% |
Analog Devices Inc. |
11.24%
2,079
|
$474,553,000 | 0.09% |
Deere & Co. |
7.58%
1,256
|
$469,279,000 | 0.09% |
CSX Corp. |
1.03%
13,990
|
$467,966,000 | 0.09% |
Nuveen Quality Muncp Income |
49.64%
39,732
|
$466,454,000 | 0.09% |
Union Pac Corp |
5.86%
2,058
|
$465,643,000 | 0.09% |
Sherwin-Williams Co. |
13.14%
1,554
|
$463,760,000 | 0.09% |
Koninklijke Philips N.V. |
16.91%
18,382
|
$463,226,000 | 0.09% |
Shopify Inc |
Opened
7,003
|
$462,548,000 | 0.09% |
Sanofi |
7.56%
9,350
|
$453,662,000 | 0.09% |
Spdr Gold Tr |
No change
2,057
|
$442,276,000 | 0.09% |
GSK Plc |
7.98%
11,465
|
$441,403,000 | 0.09% |
Ishares Inc |
Closed
13,635
|
$439,456,000 | |
Booz Allen Hamilton Hldg Cor |
2.98%
2,836
|
$436,460,000 | 0.09% |
Ubiquiti Inc |
3.25%
2,975
|
$433,339,000 | 0.09% |
Gallagher Arthur J & Co |
1.14%
1,647
|
$427,084,000 | 0.09% |
Nuveen Amt Free Qlty Mun Inc |
42.87%
36,418
|
$417,350,000 | 0.08% |
Novartis AG |
5.34%
3,867
|
$411,681,000 | 0.08% |
Dominos Pizza Inc |
Opened
780
|
$402,737,000 | 0.08% |
PPL Corp |
0.49%
14,475
|
$400,234,000 | 0.08% |
Vici Pptys Inc |
Opened
13,621
|
$390,105,000 | 0.08% |
WestRock Co |
81.25%
7,736
|
$388,811,000 | 0.08% |
Caterpillar Inc. |
4.66%
1,166
|
$388,395,000 | 0.08% |
Ferrari N.V. |
17.84%
951
|
$388,360,000 | 0.08% |
TE Connectivity Ltd |
5.08%
2,521
|
$379,234,000 | 0.08% |
Airbnb, Inc. |
23.20%
2,496
|
$378,468,000 | 0.08% |
Schwab Charles Corp |
0.37%
5,096
|
$375,524,000 | 0.07% |
Sun Cmntys Inc |
Opened
3,076
|
$370,166,000 | 0.07% |
NatWest Group plc |
70.19%
46,058
|
$369,846,000 | 0.07% |
Icici Bank Limited |
1.08%
12,579
|
$362,401,000 | 0.07% |
Palantir Technologies Inc. |
Opened
14,108
|
$357,367,000 | 0.07% |
ING Groep N.V. |
21.95%
20,029
|
$343,297,000 | 0.07% |
Pioneer Nat Res Co |
Closed
1,303
|
$342,038,000 | |
British Amern Tob Plc |
0.27%
10,905
|
$337,292,000 | 0.07% |
Datadog Inc |
13.86%
2,596
|
$336,675,000 | 0.07% |
Waste Connections Inc |
2.91%
1,908
|
$334,587,000 | 0.07% |
Extra Space Storage Inc. |
Opened
2,139
|
$332,422,000 | 0.07% |
Danaher Corp. |
11.40%
1,329
|
$332,051,000 | 0.07% |
Bristol-Myers Squibb Co. |
12.56%
7,945
|
$329,956,000 | 0.07% |
Entegris Inc |
9.23%
2,426
|
$328,480,000 | 0.07% |
Eog Res Inc |
5.69%
2,584
|
$325,248,000 | 0.06% |
Icon Plc |
4.01%
1,028
|
$322,247,000 | 0.06% |
Vanguard Scottsdale Fds |
No change
4,074
|
$314,818,000 | 0.06% |
Stryker Corp. |
14.96%
922
|
$313,711,000 | 0.06% |
Mckesson Corporation |
4.63%
536
|
$313,045,000 | 0.06% |
Elevance Health Inc |
2.31%
575
|
$311,570,000 | 0.06% |
Ishares Tr |
Closed
7,631
|
$558,007,000 | |
Vistra Corp |
No change
3,498
|
$300,758,000 | 0.06% |
Air Prods & Chems Inc |
3.72%
1,165
|
$300,628,000 | 0.06% |
Makemytrip Limited Mauritius |
10.81%
3,482
|
$292,836,000 | 0.06% |
Ryanair Holdings Plc |
Closed
2,005
|
$291,908,000 | |
Disney Walt Co |
3.02%
2,934
|
$291,317,000 | 0.06% |
Aon plc. |
4.63%
989
|
$290,351,000 | 0.06% |
Lam Research Corp. |
47.56%
269
|
$286,445,000 | 0.06% |
Blackrock Muniyield Quality |
31.40%
25,242
|
$282,206,000 | 0.06% |
Takeda Pharmaceutical Co |
4.03%
21,703
|
$280,837,000 | 0.06% |
Floor & Decor Holdings Inc |
8.98%
2,804
|
$278,746,000 | 0.06% |
Dexcom Inc |
10.50%
2,446
|
$277,327,000 | 0.06% |
3M Co. |
1.54%
2,685
|
$274,380,000 | 0.05% |
Allegion plc |
No change
2,312
|
$273,163,000 | 0.05% |
Wells Fargo Co New |
Closed
4,599
|
$266,558,000 | |
Western Asset High Income Op |
Closed
67,551
|
$263,449,000 | |
Blackrock Inc. |
1.19%
332
|
$261,390,000 | 0.05% |
Schwab Strategic Tr |
No change
3,345
|
$260,107,000 | 0.05% |
PayPal Holdings Inc |
Closed
3,800
|
$254,562,000 | |
Autodesk Inc. |
Closed
960
|
$250,003,000 | |
Snowflake Inc. |
Closed
1,540
|
$248,864,000 | |
Target Corp |
Closed
1,402
|
$248,448,000 | |
Atlassian Corporation |
Closed
1,273
|
$248,375,000 | |
Verizon Communications Inc |
7.44%
6,012
|
$247,935,000 | 0.05% |
Arista Networks Inc |
44.93%
690
|
$241,831,000 | 0.05% |
Old Dominion Freight Line In |
11.68%
1,369
|
$241,765,000 | 0.05% |
Schwab Strategic Tr |
Opened
2,362
|
$238,184,000 | 0.05% |
UDR Inc |
Opened
5,629
|
$231,633,000 | 0.05% |
Teladoc Health Inc |
Opened
23,398
|
$228,832,000 | 0.05% |
Us Bancorp Del |
Closed
5,117
|
$228,730,000 | |
Healthcare Rlty Tr |
Opened
13,709
|
$225,924,000 | 0.05% |
Wp Carey Inc |
5.16%
4,033
|
$222,017,000 | 0.04% |
Marsh & McLennan Cos., Inc. |
20.46%
1,038
|
$218,727,000 | 0.04% |
M & T Bk Corp |
Closed
1,497
|
$217,724,000 | |
Ingevity Corp |
1.21%
4,979
|
$217,632,000 | 0.04% |
Equity Lifestyle Pptys Inc |
Opened
3,333
|
$217,078,000 | 0.04% |
Illumina Inc |
Closed
1,575
|
$216,279,000 | |
NextEra Energy Inc |
9.24%
3,014
|
$213,421,000 | 0.04% |
National Grid Plc |
6.09%
3,745
|
$212,716,000 | 0.04% |
TFI International Inc |
Closed
1,318
|
$210,168,000 | |
General Mls Inc |
2.62%
3,251
|
$205,658,000 | 0.04% |
Weyerhaeuser Co Mtn Be |
Opened
7,176
|
$203,727,000 | 0.04% |
Lpl Finl Hldgs Inc |
Opened
728
|
$203,330,000 | 0.04% |
Corteva Inc |
10.56%
3,769
|
$203,300,000 | 0.04% |
Ecolab, Inc. |
Opened
854
|
$203,252,000 | 0.04% |
Cloudflare Inc |
Opened
2,451
|
$203,016,000 | 0.04% |
BigCommerce Holdings, Inc. |
Opened
23,351
|
$188,209,000 | 0.04% |
Western Asset High Yield Def |
Closed
15,695
|
$187,712,000 | |
Despegar.com Corp |
Opened
12,967
|
$171,553,000 | 0.03% |
HarborOne Bancorp Inc. |
0.11%
12,856
|
$143,087,000 | 0.03% |
Pioneer Municipal High Incom |
Closed
16,845
|
$137,287,000 | |
Orchestra Biomed Hldgs Inc |
Closed
22,261
|
$117,315,000 | |
Banco Bradesco S.A. |
9.96%
34,891
|
$78,156,000 | 0.02% |
No transactions found | |||
Showing first 500 out of 234 holdings |
Hedge funds similar to Catalytic Wealth Ria
- Alpine Woods Capital Investors
- Advisory Research Inc
- Atlas Venture Advisors
- Bracebridge Capital
- Beacon Capital Management
- Coppell Advisory Solutions
- Biltmore Family Office
- Psquared Asset Management Ag
- Realta Investment Advisors
- Peak Asset Management
- Sanders Morris Harris
- Greystone
- Wedgewood Partners Inc
- Capital Management Corp va